Independent Portfolio Consultants’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Independent Portfolio Consultants’s Portfolio HEDJ Stock Details HEDJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-9,190	Closed	-$289K	–	810
2017 Q1	$289K	Sell	9,190 -3,220	-26%	-$95.8K	0.1%	277
2016 Q4	$356K	Sell	12,410 -582	-4%	-$15.9K	0.12%	247
2016 Q3	$349K	Sell	12,992 -1,190	-8%	-$31.4K	0.11%	265
2016 Q2	$358K	Sell	14,182 -910	-6%	-$23.6K	0.11%	255
2016 Q1	$392K	Sell	15,092 -9,640	-39%	-$244K	0.11%	250
2015 Q4	$665K	Sell	24,732 -21,480	-46%	-$634K	0.2%	152
2015 Q3	$1.26M	Sell	46,212 -1,638	-3%	-$49.3K	0.27%	114
2015 Q2	$1.47M	Buy	47,850 +12,810	+37%	+$418K	0.29%	115
2015 Q1	$1.16M	Buy	35,040 +3,550	+11%	+$110K	0.24%	144
2014 Q4	$876K	Sell	31,490 -12,240	-28%	-$346K	0.18%	174
2014 Q3	$1.26M	Sell	43,730 -3,970	-8%	-$114K	0.34%	68
2014 Q2	$1.39M	Buy	+47,700	New	+$1.39M	0.39%	49

Other funds holding HEDJ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Independent Portfolio Consultants's HEDJ Position: Q2 2017 in Review

Independent Portfolio Consultants sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2017, closing a stake of 9,190 shares — an estimated $289K sold.

Independent Portfolio Consultants first reported a position in HEDJ in Q2 2014 and held it in 12 quarters. The position peaked at $1.47M in Q2 2015. 319 funds tracked by Wall St. Rank hold HEDJ as of Q2 2017.

Independent Portfolio Consultants reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2017 after selling out during the quarter.
Independent Portfolio Consultants sold 9,190 WisdomTree Europe Hedged Equity Fund shares in Q2 2017, an estimated $289K.
Independent Portfolio Consultants first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2014 and held it in 12 quarters.
Independent Portfolio Consultants's WisdomTree Europe Hedged Equity Fund position peaked at $1.47M in Q2 2015.
319 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.